Aventus Investment Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Buy
3,213
+973
+43% +$394K 0.88% 23
2026
Q1
$829K Buy
2,240
+204
+10% +$85.4K 0.7% 24
2025
Q4
$985K Buy
2,036
+34
+2% +$17K 0.8% 24
2025
Q3
$1.04M Sell
2,002
-2
-0.1% -$1.02K 0.88% 23
2025
Q2
$997K Buy
+2,004
New +$870K 0.9% 21

Other funds holding MSFT

Aventus Investment Advisors's MSFT Position: Q2 2026 in Review

Aventus Investment Advisors increased its Microsoft (MSFT) stake by 43% in Q2 2026, buying an estimated $394K and bringing the position to 3,213 shares worth $1.2M. The position accounts for 0.88% of the portfolio, ranked #23.

Aventus Investment Advisors first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 2,254 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aventus Investment Advisors held 3,213 shares of Microsoft worth $1.2M as of Q2 2026.
  • Aventus Investment Advisors bought 973 Microsoft shares in Q2 2026, an estimated $394K.
  • Microsoft made up 0.88% of Aventus Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Aventus Investment Advisors first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.